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DFDSX vs PEP: Dividend Comparison 2026

DFDSX yields 9.17% · PEP yields 3.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $108.0K in total portfolio value· pulled ahead in Year 6
10 years
DFDSX
DFDSX
● Live price
9.17%
Share price
$21.82
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.7K
Annual income
$1,633.26
Full DFDSX calculator →
PEP
PepsiCo Inc.
● Live price
3.66%
Share price
$155.29
Annual div
$5.69
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$144.7K
Annual income
$63,430.49
Full PEP calculator →

Portfolio growth — DFDSX vs PEP

📍 PEP pulled ahead of the other in Year 6

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodDFDSXPEP
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, DFDSX + PEP cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
DFDSX pays
PEP pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

DFDSX
Annual income on $10K today (after 15% tax)
$779.10/yr
After 10yr DRIP, annual income (after tax)
$1,388.27/yr
PEP
Annual income on $10K today (after 15% tax)
$311.45/yr
After 10yr DRIP, annual income (after tax)
$53,915.92/yr
At 15% tax rate, PEP beats the other by $52,527.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of DFDSX + PEP for your $10,000?

DFDSX: 50%PEP: 50%
100% PEP50/50100% DFDSX
Portfolio after 10yr
$90.7K
Annual income
$32,531.88/yr
Blended yield
35.87%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

DFDSX
No analyst data
PEP
Analyst Ratings
1
Strong
15
Buy
28
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+11.0% upside vs current
Range: $156.00 — $191.00
Altman Z
3.6
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DFDSX buys
0
PEP buys
0
No recent congressional trades found for DFDSX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDFDSXPEP
Forward yield9.17%3.66%
Annual dividend / share$2.00$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$36.7K$144.7K
Annual income after 10y$1,633.26$63,430.49
Total dividends collected$12.8K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: DFDSX vs PEP ($10,000, DRIP)

YearDFDSX PortfolioDFDSX Income/yrPEP PortfolioPEP Income/yrGap
1$11,617$916.59$10,854$514.44+$763.00DFDSX
2$13,425$995.11$11,982$758.21+$1.4KDFDSX
3$15,439$1,074.77$13,526$1,136.44+$1.9KDFDSX
4$17,675$1,155.19$15,727$1,741.93+$1.9KDFDSX
5$20,149$1,235.97$19,012$2,750.28+$1.1KDFDSX
6← crossover$22,876$1,316.74$24,173$4,514.44$1.3KPEP
7$25,874$1,397.16$32,789$7,793.80$6.9KPEP
8$29,162$1,476.91$48,258$14,354.51$19.1KPEP
9$32,759$1,555.70$78,586$28,686.63$45.8KPEP
10$36,686$1,633.26$144,688$63,430.49$108.0KPEP

DFDSX vs PEP: Complete Analysis 2026

DFDSXStock

Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities with small market capitalizations. The fund typically invests in U.S. exchange-listed equity securities, consisting of common stocks, preferred stocks, real estate investment trusts ("REITs"), sponsored and unsponsored American Depositary Receipts ("ADRs") and exchange-traded funds ("ETFs").

Full DFDSX Calculator →

PEPConsumer Staples

PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, simply granola, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is headquartered in Purchase, New York.

Full PEP Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.